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Cape Cod Five Cents Savings Bank’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cape Cod Five Cents Savings Bank’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-3,790
Closed -$404K – 181
2017
Q3 		$404K Sell
3,790
-478
-11% -$51.2K 0.06% 149
2017
Q2 		$455K Sell
4,268
-100
-2% -$10.7K 0.07% 147
2017
Q1 		$461K Sell
4,368
-102
-2% -$10.7K 0.08% 151
2016
Q4 		$469K Buy
4,470
+1,830
+69% +$197K 0.08% 124
2016
Q3 		$295K Buy
2,640
+150
+6% +$16.8K 0.05% 157
2016
Q2 		$281K Sell
2,490
-6,220
-71% -$688K 0.05% 167
2016
Q1 		$961K Buy
8,710
+1,924
+28% +$210K 0.18% 94
2015
Q4 		$717K Buy
+6,786
New +$723K 0.14% 107

Other funds holding IEF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Cape Cod Five Cents Savings Bank's IEF Position: Q4 2017 in Review

Cape Cod Five Cents Savings Bank sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2017, closing a stake of 3,790 shares — an estimated $404K sold.

Cape Cod Five Cents Savings Bank first reported a position in IEF in Q4 2015 and held it in 8 quarters. The position peaked at $961K in Q1 2016. 409 funds tracked by Wall St. Rank hold IEF as of Q4 2017.

  • Cape Cod Five Cents Savings Bank reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Cape Cod Five Cents Savings Bank sold 3,790 iShares 7-10 Year Treasury Bond ETF shares in Q4 2017, an estimated $404K.
  • Cape Cod Five Cents Savings Bank first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 8 quarters.
  • Cape Cod Five Cents Savings Bank's iShares 7-10 Year Treasury Bond ETF position peaked at $961K in Q1 2016.
  • 409 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2017.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2017, filed 7 Feb 2018.